Personal Tax Preparation Checklist Below is the information you will need to gather for the preparation of your personal tax returns.Do not hesitate to contact us if you have any questions. (Click Here for Printable Checklist)Personal InformationYour social security numberYour spouse's full name and social security numberAmount of any alimony paid and ex-spouse's social security numberOther people who may belong on your returnDates of birth and social security numbersChildcare records (including the provider's ID number) if applicableApproximate income of other adults in your home (not spouse, if you're filing jointly)Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to youEducation PaymentsBills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aidForms 1098-T and 1098-E, if you received themScholarships and fellowshipsEmployee InformationForms W-2Self-Employment InformationForms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.Records of all expenses — check registers or credit card statements, and receiptsBusiness-use asset information (cost, date placed in service, etc.) for depreciationOffice in home information, if applicableVehicle InformationTotal miles driven for the year (or beginning/ending odometer readings)Total business miles driven for the year (other than commuting)Amount of parking and tolls paidIf you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.Rental IncomeRecords of income and expensesRental asset information (cost, date placed in service, etc.) for depreciationRetirement IncomePension/IRA/annuity income (1099-R)Social security/RRB income (1099-SSA, RRB-1099)Savings and InvestmentsInterest, dividend income (1099-INT, 1099-OID, 1099-DIV)Income from sales of stock or other property (1099-B, 1099-S)Dates of acquisition and records of your cost or other basis in property you soldOther IncomeUnemployment, state tax refund (1099-G)Gambling income (W-2G or records showing income, as well as expense records)Amount of any alimony received and ex-spouse's nameHealth care reimbursements (1099-SA or 1099-LTC)Jury duty recordsHobby income and expensesPrizes and awardsOther 1099Itemizing DeductionsForms 1098 or other mortgage statementsAmount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paidReal estate and personal property tax records (Click Here for Jackson County Residence) Invoice showing amount of vehicle sales tax paidHUD statement showing closing date of home purchaseCash amounts donated to houses of worship, schools, other charitable organizationsRecords of non-cash charitable donationsAmounts paid for healthcare insurance and to doctors, dentists, hospitalsAmounts of miles driven for charitable or medical purposesExpenses related to your investmentsAmount paid for preparation of your last years tax returnEmployment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)Job-hunting expensesIRA InformationAmount contributed Traditional IRA basisValue of IRAs on Dec. 31st (Please provide year end statements)If you were affected by a federally declared disasterCity/county you lived/worked/had property inRecords to support property losses (appraisal, clean up costs, etc.)Records of rebuilding/repair costsInsurance reimbursements/claims to be paidFEMA assistance informationCheck FEMA site to see if my county qualifies for individual assistance Have a Question Name Email Phone Question Thank you! Oops!